Funsten Asset Management Company (FamCo) provides investment advice and portfolio management to individuals, families, businesses, pensions, profit-sharing plans, trusts, estates, and charitable organizations. FamCo tailors its advisory services to individual client needs and can accommodate restrictions on investing in certain types of securities. FamCo does not provide tax advice or pay client bills and does not act on a discretionary basis when offering investment advice.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Funsten Asset Management Company may charge a fee between 0.50% and 1.50% annually of the value of your portfolio. This fee is billed monthly or quarterly, payable in advance. The exact billing schedule will be determined in your client agreement.
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